The Milk Road Show

How One Company Is Using Solana to Outperform Bitcoin Treasuries w/ Leah Wald & Max Kaplan

13 snips
Jun 4, 2025
Leah Wald, CEO of SOL Strategies, and Max Kaplan, its CTO, dive into the compelling world of Solana as a crypto treasury strategy. They highlight how their firm leverages Solana's infrastructure and validator operations to outperform traditional Bitcoin models. The duo discusses the emotional landscape of crypto investing and shares insights on the unique economic benefits of using native staking. With a focus on tokenizing shares and user-friendly applications, they unveil a promising future for Solana amidst evolving market dynamics.
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ANECDOTE

Surviving Crypto Market Dips

  • Surviving crypto market dips requires mental fortitude and discipline.
  • Leah Wald and Max Kaplan admit to making mistakes like FOMO and losing Bitcoin but stress the importance of staying in the game.
INSIGHT

Solana's Dominance Thesis

  • Sol Strategies believes Solana will capture the most economic activity among blockchains.
  • Running a large validator operation lets them earn fees and benefit as Solana grows economically.
INSIGHT

Tech-Driven Crypto Treasury Model

  • Sol Strategies contrasts with MicroStrategy by running a tech business, not just holding crypto.
  • They accumulate SOL prudently while growing a validator business that generates revenue beyond token price appreciation.
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